Overview
This guide will walk you through how to create a Connected App in Salesforce and enter your OAuth credentials in Merge.
Instructions
Step 1: Create a Connected App in Salesforce
Log into Salesforce. Click the Gear Icon, and then click "Setup" from the drop down menu.
Using the Quick Find Search box, search "Apps", and select "App Manager".
Click "New Connected App"
Enter a name for the App. Please note that it must be a unique name within your Organization.
Step 2: Enable OAuth settings
In the API (Enable OAuth Settings) area of the page, select "Enable OAuth Settings".
Set Callback URL to “https://app.merge.dev/oauth/callback”
Complete the Following Fields:
Check the "Enable OAuth Settings" Box
Check the "Require Secret for Web Server Flow" box
Check the "Require Secret Refresh Token Flow" box
Add the Three Scopes below to the "Select OAuth Scopes" box
Access unique user identifiers (openid)
Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)
Save the app. Back on the "Manage Connected Apps" screen, you should see a button for "Manage Consumer Details"
On the Manage Connected Apps screen, find the App that was created and click Edit
Make sure the Refresh Token Policy is set to: Refresh token is valid until revoked.
Copy the following values and enter them in the Merge Dashboard
OAuth Client ID
OAuth Client Secret
Callback: https://app.merge.dev/oauth/callback
